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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Advisory firms — LLCs, partnerships, and sole proprietors that households typically hire directly.
29,903 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| LOGAN PARK WEALTH MANAGEMENT CRD 299007 | Minneapolis, MN | Advisory firm LLC | $464.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HMV WEALTH ADVISORS, LLC CRD 297747 | Shreveport, LA | Advisory firm LLC | $464.8M | 3 advisors | Percentage of AUM | View | |
| S2 FUND MANAGER, LLC CRD 323759 | Dallas, TX | Advisory firm LLC | $464.7M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| DEW WEALTH MANAGEMENT CRD 114148 | Scottsdale, AZ | Advisory firm LLC | $464.7M | 24 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COLONIAL RIVER WEALTH MANAGEMENT LLC CRD 284839 | Midlothian, VA | Advisory firm LLC | $464.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DESTRA CAPITAL ADVISORS LLC CRD 148574 | Bozeman, MT | Advisory firm LLC | $463.8M | 12 advisors | Percentage of AUM | View | |
| INDEPENDENCE FINANCIAL ADVISORS, LLC CRD 156305 | Franklin, NH | Advisory firm LLC | $463.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MKT ADVISORS LLC CRD 163833 | Carlsbad, CA | Advisory firm LLC | $463.7M | 4 advisors | Percentage of AUM | View | |
| MILLER FINANCIAL SERVICES LLC CRD 143788 | Marshall, MI | Advisory firm LLC | $462.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLUM STREET ADVISORS, LLC CRD 283917 | CA | Advisory firm LLC | $462.8M | 5 advisors | Percentage of AUM | View | |
| TIDEMARK, LLC CRD 327611 | San Diego, CA | Advisory firm LLC | $462.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENVISION FINANCIAL PLANNING, LLC CRD 321790 | Memphis, TN | Advisory firm LLC | $462.5M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| TRUMAN CAPITAL ADVISORS, LP CRD 156659 | Armonk, NY | Advisory firm LP | $462.0M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| STERLING FUND MANAGEMENT, LLC CRD 160338 | Chicago, IL | Advisory firm LLC | $461.6M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| GAINPLAN LLC CRD 174427 | Bloomfield Hills, MI | Advisory firm LLC | $461.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AOF MANAGEMENT LLC CRD 170193 | Los Angeles, CA | Advisory firm LLC | $461.5M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SAYBROOK FUND ADVISORS, LLC CRD 158634 | Santa Monica, CA | Advisory firm LLC | $461.2M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUE NORTH RETIREMENT ADVISORS, LLC CRD 290885 | Clackamas, OR | Advisory firm LLC | $460.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CURIO WEALTH, LLC CRD 328178 | Annapolis, MD | Advisory firm LLC | $460.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC CRD 121006 | Florence, SC | Advisory firm LLC | $460.5M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| ROTH FINANCIAL PARTNERS LLC CRD 309814 | Kingwood, TX | Advisory firm LLC | $460.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHA FINANCIAL PARTNERS LLC CRD 306639 | Lexington, KY | Advisory firm LLC | $459.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON ADVISORS CRD 335101 | Austin, TX | Advisory firm LLC | $459.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC CRD 292661 | Dayton, OH | Advisory firm LLC | $459.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |